Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
DFA VA US Targeted Value
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-02-28  
Maximum Fees
Administrative 0.32%
Management 0.27%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.27%
Expense Ratio 0.29%
(taken from annual report dated 2024-04-30)
Total Annual Operating Expense 0.29%
Waiver Data
Type Date %
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  Management
Inception Date: 1995-10-03
Mngr Name Jed S. Fogdall
Mngr Start Date 2012-02-28
Biography
Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012.
Mngr Name Joel P. Schneider
Mngr Start Date 2015-07-21
Biography
Mr. Schneider is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Schneider holds an MBA from the University of Chicago Booth School of Business, an MS from the University of Minnesota, and a BS from Iowa State University. Mr. Schneider joined Dimensional in 2011, has been a portfolio manager since 2013.
Mngr Name Marc C. Leblond
Mngr Start Date 2020-02-28
Biography
Mr. Leblond is a Senior Portfolio Manager and Vice President of Dimensional. He joined Dimensional in 2015. Prior to joining Dimensional, Mr. Leblond was an associate at Duchossois Capital Management from June to December 2014.
Investment Advisor(s)
Dimensional Fund Advisors LP
Web Site
www.dimensional.com
Issuer
Dimensional Fund Advisors
Subadvisor(s)
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